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Bring estate planning into your client relationships to provide more complete advice, deepen relationships and help clients understand what ultimately happens to their wealth.
Estate planning can help you deliver more value to the clients you already serve, build relationships with the people around them and bring more comprehensive planning to more of your practice.
Estate planning gives you a broader view of your client's financial life and creates natural opportunities to advise beyond their portfolio. Conversations about their estate can uncover needs around investments, insurance, tax, retirement, liquidity and business succession.
Better understand their family, priorities and intentions while uncovering planning needs around investments, insurance, tax, retirement, liquidity and succession.
Estate planning naturally brings more people into the conversation, from spouses and future beneficiaries to estate lawyers and other professionals.
Building those relationships earlier can help you become a trusted resource for the wider family and create opportunities for future client relationships, introductions and referrals.
Estate planning can be difficult to incorporate consistently when every client requires a different combination of information gathering, document review, calculations and explanations.
A more structured, technology-enabled process reduces that manual work and makes estate planning easier to repeat across your practice, so it can become part of more client relationships rather than something reserved for a small number of complex cases.
eState Planner gives you a structured way to understand the complete estate, explore what happens next and connect the people and professionals involved in the plan.
See more than your client's portfolio
Bring your client's family, wealth and existing estate documents together for a clearer picture of their estate.
Upload an existing will and turn it into structured client information, giving you a faster way to understand what's already in place, ask better questions and identify gaps. With a clearer picture of the estate, you can bring more context to conversations about investments, insurance, tax, retirement, liquidity and succession.
Turn complex estate decisions into something clients can see
Explore different estate planning scenarios, understand their financial implications and visually show clients how their assets could move through their estate to the people and causes they care about.
Explore potential outcomes together and help clients see how different planning decisions could change what ultimately happens to their wealth.
Connect the plan with the people who matter
Make estate plans easier to understand and share with clients and their families, while staying involved as the plan moves toward implementation.
Collaborate with estate lawyers, build stronger professional relationships and keep the financial and legal sides of the plan connected, without stepping into the lawyer's role.
eState Planner helps One Sports spend less time piecing together complex estate information and more time having meaningful conversations with clients and their families.
By making family relationships and estate plans easier to understand and visualize, Rick Weiss can deliver a more personal planning experience while collaborating more effectively with the legal professionals involved.
"Bringing estate planning deeper into the advisory relationship has helped us strengthen client relationships, support retention and generate referrals."
– Rick Weiss, Senior Estates Planning Consultant, One Sports
Anna Fitzsimmons, Estate Lawyer - D’Agostino & Associates
Purpose-built around Canadian trusts and estates, with expertise behind the technology.
Get help from our Canada-based team, with onboarding, 1:1 training and ongoing support as you bring estate planning into your practice.
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Purpose-built for Canadian trusts and estates, with decades of estate-planning expertise behind the technology.
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